The 3rd Annual Pennsylvania Institutional Investor Forum is an educational initiative designed through close coordination with the region’s leading institutional investors to build peer communities that merge global best practices with local expertise.
The program’s agenda will cover smart beta, pension fund management, private equity allocation trends, real assets, fund operational issues, global equity market landscape, hedge fund allocation trends, asset recovery, securities litigation, distressed cycle and credit market navigation, interest rates and the credit cycle, real assets and non-traditional asset classes, fiduciary responsibility,and fraud protection. The forum is specially designed to bring together 100+staff members, investment officers, board members, trustees, and the institutional community representing Pennsylvania.
CPAs can receive CPE credits towards their continuing education obligations.
An investment professional for over 30 years, Catherine Ulozas has managed investment funds for an endowment, insurance companies, the largest US thrift and a State Pension Fund. Coming to Drexel in March of 2010, Catherine has repositioned the portfolio assets into a more stable structure and has increased value by over 20%. Working closely with the Investment Committee and other finance staff, she improved the manager selection process, reduced fees and streamlined operations. Catherine was named a Rising Star of Endowment Management by Endowment and Foundation Magazine in 2012. Catherine holds an MBA in International Business from George Washington University.
Larisa Mueller Senior Investment Manager Ministers and Missionaries Benefit Board
Mark Ruloff Director of Asset Allocation Towers Watson Investment Services
Robin Wiessman Former Treasurer, Pennsylvania Secretary, Banking & Securities for Pennsylvania
Steve Vaughn Secretary Pennsylvania Municipal Retirement System
Don Friel Executive Vice President Holy Redeemer Health System
Guy Haselmann Member New Jersey State Investment Council
Marcia Peters Chief Investment Officer Portfolio Evaluations, Inc
Patrick Adelsbach Head of Credit Strategies Aksia
David Moore Director of Investments American Baptist Home Mission Societies
Harvey Rice Executive Director Pennsylvania Intergovernmental Cooperation Authority
Don Walker Director of Investments Board of Pensions of The Presbyterian Church
Hilary Wiek VP, Head of Global Equity Segal Rogerscasey
Style Investing the Smart Way
Actively combining risk premiums to achieve stable out-performance.
Major Forces and Trends in 2016
As we enter into a new calendar year, what are some of the big issues that will likely see continuations from the previous periods?
Practical Steps Towards ESG Integration
How can environment, social and governance (ESG), as well as manager diversity, considerations be woven into the portfolio construction process?
Investing in Today's Global Equity Markets
Amid the dynamic nature of global equity markets, where can opportunities be found today, and what are the challenges facing plan sponsors?
|Sponsorship is only available upon invitation and Markets Group reserves the right to refuse sponsorship from any organization or individual deemed by Markets Group to be incompatible with the event. Markets Group forum sessions are closed to all media/press and video/audio recording is explicitly prohibited within the venue.|
Head of US Institutional Sales